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Sector · Q2 2026

Chips

Jun 30, 2026
Share of their stock money10.5% +2.5 pts
Positions opened2,069
Sold out748

The 50 most held

By concentrated funds holding
StockConcentrated fundsOpenedSold outAll filers
NVDANvidia Corp96571525,960
AVGOBroadcom Inc65460454,824
TSMTaiwan Semiconductor-Sp ADR60062213,562
AMDAdvanced Micro Devices478135253,982
MUMicron Technology Inc477166303,891
AMATApplied Materials Inc410106163,496
INTCIntel Corp372143263,555
ASMLAsml Holding Nv-Ny Reg Shs33370172,502
LRCXLam Research Corp31783183,101
TXNTexas Instruments Inc3167292,852
QCOMQualcomm Inc29575263,019
ADIAnalog Devices Inc20736192,281
KLACKla Corp20246182,482
MRVLMarvell Technology Inc19489182,211
ARMArm Holdings Plc-Adr1023914957
TERTeradyne Inc10029181,422
FSLRFirst Solar Inc8016131,008
CRDOCredo Technology Group Holdi784714980
QQnity Electronics Inc7522131,330
NXPINxp Semiconductors NV741181,260
ALABAstera Labs Inc734215989
MKSIMks Inc733210774
MCHPMicrochip Technology Inc7022151,285
STMStmicroelectronics Nv-Ny Shs68474603
MPWRMonolithic Power Systems Inc661061,243
CBRSCerebras Systems Inc - A66640412
ONTOOnto Innovation Inc60208688
NXTNextpower Inc58125722
ONOn Semiconductor501912997
ENTGEntegris Inc451815744
SMTCSemtech Corp45207576
SIMOSilicon Motion Technol-Adr44215385
TSEMTower Semiconductor Ltd421217451
VIAVViavi Solutions Inc40125565
MTSIMacom Technology Solutions H37116657
AAOIApplied Optoelectronics Inc361313481
SITMSitime Corp35104567
WOLFWolfspeed Inc35246265
LSCCLattice Semiconductor Corp34114606
RMBSRambus Inc311010617
ENPHEnphase Energy Inc301213535
UCTTUltra Clean Holdings Inc28108438
AMKRAmkor Technology Inc25164645
FORMFormfactor Inc21137508
GFSGlobalfoundries Inc20158442
SWKSSkyworks Solutions Inc1845714
IPGPIpg Photonics Corp1841358
LASRNlight Inc1825362
AXTIAxt Inc181013257
AMBAAmbarella Inc1884341